See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,423 | $96,965+141.8% | $97,995+139.2% | $147,584+58.8% |
| Participation rate | 83.3% | 83.6%-0.3pp | 82.4%+0.9pp | 82.8%+0.5pp |
| Annual return | 14.56% | 24.11%-9.6pp | 23.94%-9.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,923 | $4,536-35.6% | $4,158-29.7% | $4,876-40.1% |
| Participant deferral / active EE | $4,915 | $5,081-3.3% | $5,097-3.6% | $5,439-9.6% |
| Admin fee / account holder | $237 | $8,120-97.1% | $5,943-96.0% | $10,885-97.8% |